See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,188 | $138,044-61.5% | $125,339-57.6% | $134,475-60.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.15% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,003 | $5,243-42.7% | $4,814-37.6% | $4,740-36.6% |
| Participant deferral / active EE | $5,929 | $7,799-24.0% | $7,446-20.4% | $6,400-7.3% |
| Admin fee / account holder | $3,601 | $11,571-68.9% | $10,010-64.0% | $11,426-68.5% |